小摩二季度增持英伟达和微软，卖出联合健康、麦当劳、伯克希尔等

智通财经网

Aug 13

根据美国证券交易委员会(SEC)披露，摩根大通递交了截至2025年6月30日的第二季度持仓报告(13F)。

据统计，摩根大通第二季度持仓总市值为1.53万亿美元，上一季度总市值为1.37万亿美元。该基金在第二季度的投资组合中新增了682只个股，增持了2614只个股，减持了3312只个股，清仓了939只个股。其中前十大持仓标的占总市值的25.16%。

在摩根大通第二季度的前十大重仓股中，科技巨头仍占多数。在前五大重仓股中，微软仍位列第一，持仓1.57亿股，持仓市值约781.23亿美元，占投资组合比例为5.11%，较上季度持仓数量增长10.6%。

英伟达位列第二，持仓4.62亿股，持仓市值约730.85亿美元，占投资组合比例为4.78%，较上季度持仓数量增长9.85%。

苹果位列第三，持仓2.14亿股，持仓市值约440.3亿美元，占投资组合比例为2.88%，较上季度持仓数量增长7.98%。

亚马逊位列第四，持仓1.93亿股，持仓市值约423亿美元，占投资组合比例为2.77%，较上季度持仓数量降低3.71%。

META位列第五，持仓5472.19万股，持仓市值约403.9亿美元，占投资组合比例为2.64%，较上季度持仓数量降低5.97%。

从持仓比例变化来看，前五大买入标的为：英伟达、微软、博通、SPDR标普500指数ETF看跌期权和SPDR标普500指数ETF看涨期权。

前五大卖出标的包括：联合健康、SPDR标普500指数ETF、麦当劳、伯克希尔哈撒韦和万事达。

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